Industry playbook · published

Orthodontics: Consultation-Booking Attribution

A practical consultation-booking attribution playbook for orthodontics teams: page structure, evidence, measurement, QA, and implementation boundaries.

Reviewed 2026-07-20 · National guidance, Austin proof
01

The task and the failure mode

Built for: Orthodontic teams connecting treatment-page interest to requested, booked, attended, and accepted consultations.

A booking widget can report completions while the practice sees duplicates, existing patients, reschedules, and no-shows. Cross-domain schedulers often drop the original source.

02

Workflow

  1. 01Define new-patient consultation stages and exclusions with the scheduling team.
  2. 02Track booking start and completion using page-family and slug only.
  3. 03Configure cross-domain measurement or a privacy-safe source token where supported.
  4. 04Reconcile weekly bookings, attendance, and accepted starts in aggregate.
  5. 05Compare treatment-page cohorts only after minimum sample thresholds are met.
03

Evidence to retain

  • Cross-domain and browser QA for the scheduling flow.
  • A reconciled sample from web event to approved operational stage.
  • Documented duplicate, reschedule, and existing-patient handling.
  • No personal or health information in event parameters.
04

Release checklist

  • Verify source survives the scheduler redirect.
  • Test back-button and refresh behavior.
  • Prevent duplicate completion events.
  • Record phone-booked consultations separately.
  • Flag small samples.
  • Audit privacy and retention settings.
05

Boundaries and caveats

Browser privacy controls can reduce attribution coverage.

Consultation volume is not proof of treatment acceptance or revenue.

06

Primary sources

  1. Google Analytics: About key eventssupport.google.com
  2. Google Analytics: Collect campaign data with custom URLssupport.google.com
  3. Google Search Console performance reportingsupport.google.com
Continue the task

Related working pages